Dubsado 3.0 Survival Guide


This email is specifically for my Dubsado users who are clinging to 2.0.

Everyone else can just archive this email and wait patiently for my next one πŸ™‚

(UNLESS! If you are considering Dubsado but aren't sure... reply to this email! I can help you decide.)​
​

Ok, just the Dub-heads left? Lessss go.

If you have still been using 2.0 (I know! Change is hard!), you may have noticed that logging in now takes you straight to 3.0.

Don't freak out!!!!!

Yes, it looks a lot different. And YES - 3.0 was glitchy for the first few months.

BUT WE ARE IN A GOOD PLACE NOW! You have to believe me when I say - their new layout is way different because it's way better.

And that's all it is - a new layout with better features. Everything you need is still there.

So here is your Dubsado 3.0 Survival Guide

New here? I'm Devin Lee

I optimize your offers by removing you as the bottleneck so you can serve more clients without sacrificing quality.

Get a taste of what I do:
πŸ“₯ Inbox Zero Hero
πŸ—ΊοΈ Work with me
πŸ’¬ Say hi on LinkedIn

1. Look around!

Pretty much everything you need is still there, its just in a different place and maybe with a different name. There are more drop downs and things are slightly rearranged.

Take a deep breath and give yourself 60 seconds to look around and see if you can find the Scheduler (now living in "Events") or the canned emails (now called "Custom templates" inside of "Messages").

​
​

2. Ask the Dubsado Chatbot

As someone who spends A LOT of time talking to customer service for all kinds of tools, practically daily - Dubsado's AI chatbot is actually not bad!

It can give you simple answers (such as - "where are my proposal templates?") very quickly.

And for any question you have that is more complicated, just type TALK TO A HUMAN! And it will pass you over to Curtis or Alyse or Lucas.

Enjoying this email?
Forward it to a friend!
They can hop on my email list by πŸ‘‰ clicking here πŸ‘ˆ

3. Watch "Getting started with Dubsado 3.0"

Dubsado has an entire playlist HERE with all kinds of 3.0 specific videos.

Some of the videos may be slightly out of date, as they've made a few more design updates since filming the videos - but nothing major!
​

4. Attend the live events

Dubsado has a few different workshops you can attend HERE.

If you are really feeling lost in the sauce, I highly recommend the Dubsado Office Hours, every Wednesday at 9:00AM PT.

5. Schedule a System Tune-up with me!

Office hours not doing it for you? Need REALLY custom support and/or training?

That's what my System Tune-ups are for! You can book one HERE.

(PS - you can also book one of these for... anything Systems related!)

6. And in case of emergency...

And if you GET REALLY STUCK... I have a secret... you can still access 2.0 (for now) HERE. ​
​

Book mark this in case you get desperate - BUT - I highly recommend learning 3.0 instead!

​
πŸ‘‡ Interested in working with me?πŸ‘‡

Enjoy the day!

✨ Devin

PS - Grab Inbox Zero Hero : 5 mini-lessons that will transform your email game forever. πŸš€βœ‰οΈ

PPS - Did you enjoy this email? Forward it to a friend! They can hop on my email list by πŸ‘‰ clicking here πŸ‘ˆ

πŸ”— Let's Connect

​Website | LinkedIn​

Hi! I'm Devin Lee 🌟

Hi, I’m Devin Lee! I optimize your business by removing you as the bottleneck, so you can serve MORE clients without sacrificing quality.Unofficially, I’m the high-energy hype woman who’ll bring a calm oasis to your business. When I’m not creating exceptional systems, you can find me studying the Enneagram, roller skating, and chasing the sun.

Read more from Hi! I'm Devin Lee 🌟

I talk about onboarding a lot. Like, a lot a lot. I tell myself its because "it's relatable!" Every agency onboards clients, and it looks about the same everywhere: a kickoff call and an onboarding form. I also talk a lot about how its your first impression - dazzle them at the beginning to start things off on the right foot. But I'm rebuilding my own onboarding right now, and I realized there is a deeper reason why Onboarding is CRUCIAL to get right. New here? I'm Devin Lee I optimize your...

I had a call this week with a woman who makes gorgeous handmade + VERY custom client gifts. The gifts are each their own little piece of art. One piece took her six coats of paint and four hours standing in front of a laser cutter, making sure nothing caught fire. She is doing that DEEP WORK πŸ’…πŸ» Her project cycle is three months, start to finish. And for those three months, she does not have time to generate new leads. "I can't do the delivery and work on my own business at the same time," she...

I've been doing market research calls with creative agency owners for the past few months. I wanted to know the words they use to describe their work, what they think they're doing really well behind the scenes, and what's actually broken. Basically, I wanted to ask: what's going on with agency owners? Here's what I found! πŸ‘‡ New here? I'm Devin Lee I optimize your offers by removing you as the bottleneck so you can serve more clients without sacrificing quality. Get a taste of what I do: πŸ“₯...